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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,113 | $72,426-23.9% | $67,560-18.4% | $145,897-62.2% |
| Participation rate | 81.8% | 76.9%+4.9pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 15.98% | 7226.78%-7210.8pp | 3533.50%-3517.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,250 | $3,074-59.4% | $2,737-54.3% | $4,663-73.2% |
| Participant deferral / active EE | $3,869 | $4,785-19.1% | $4,004-3.4% | $6,689-42.2% |
| Admin fee / account holder | $833 | $5,514-84.9% | $3,994-79.2% | $13,390-93.8% |